Help Centre
Find guidance, operating procedures, feature status, troubleshooting and support in one place.
Getting Started
Set up the workspace, business context, users, permissions and core master data.
Available
Business Context & Architecture
Understand Business Units, Business Profiles, capabilities and the active operating context.
Available
CRM
Manage customers, leads, activities and the customer-facing operating record.
Available
Sales Operations
Use the quotation, sales order, delivery, invoicing, receipt and return workflow.
Available
Purchase & Procurement
Control purchase orders, goods receipts, purchase bills, supplier payments and returns.
Available
Inventory & Pricing
Maintain products, warehouses, stock movement and business-aware B2B/B2C pricing.
Available
Finance & Banking
Manage expenses, banking, recurring transactions and finance command-centre views.
Available
Accounting & Financial Control
Use journals, ledgers, trial balance, financial statements, period control and year-end lifecycle controls.
Foundation
GST & Tax
Review GST intelligence and the enterprise GST control foundation.
Foundation
Business Intelligence
Use management metrics, analytics, executive scorecards, forecasts, alerts and the command centre.
Available
Enterprise Suite
Explore workflow, CRM intelligence, inventory intelligence, HR insights, project costing, budgeting, GST, treasury, document governance, automation and Copilot foundations.
Foundation
HR, Attendance & Payroll
Manage employees, attendance and payroll foundation records.
Foundation
Projects & Tasks
Track projects, tasks and project delivery activity.
Available
Service Desk
Operate internal/customer service tickets. U-BE Support is documented separately from tenant Service Desk operations.
Available
Documents & Governance
Use the business document centre and document-governance foundation.
Foundation
Security, Roles & Audit
Use role permissions, tenant isolation, CSRF controls and audit trail for controlled access.
Available
Subscriptions & Entitlements
Understand plan limits, feature entitlements and why locked features may request an upgrade.
Available
API & Integrations
Use API keys, scoped API access, webhooks and integration controls when the API layer is deployed.
Foundation
Business Copilot
Use the current deterministic Copilot foundation for guided business questions; external AI providers are not assumed.
Foundation
Troubleshooting
Diagnose common access, entitlement, transaction, accounting and application issues before opening a support case.
Available
How U-BE Help is organized
Documented operational capability currently represented in U-BE.
A working foundation exists, but deeper configuration or expansion may still be required.
For issues that cannot be resolved through the guides, open a support case with context.